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Castle Financial & Retirement Planning Associates’s Ares Management ARES Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$12K Buy
+156
New +$12.7K 0.04% 89

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's ARES Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Ares Management (ARES) in Q4 2021: 156 shares worth $12K. The stake represents 0.04% of the portfolio and ranks #89 among its holdings.

367 funds tracked by Wall St. Rank hold ARES as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 156 shares of Ares Management worth $12K as of Q4 2021.
  • Ares Management was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Ares Management made up 0.04% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #89 holding.
  • 367 funds tracked by Wall St. Rank held Ares Management as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.